Job Information
SUMMIT CREDIT UNION Member Experience Advisor in COTTAGE GROVE, Wisconsin
JOB REQUIREMENTS: Description Summit Credit Union has an exciting opportunity to join our contact center as a Member Experience Advisor. In this role you will provide superior service to all members, offering a full range of products and services through meaningful conversations, such as opening deposit and savings accounts, discussing loan products and taking calls. The Member Experience Advisor strives to help members\' improve their financial situation. This role is responsible for making decisions that best serve the members while balancing the needs of the credit union. Essential Functions Welcome, onboard, and grow remote members Process and review incoming new member online applications Review applications for fraud flags using established guidelines Collaborate with branch staff to finalize account opening requirements Provide financial education and personalized recommendations to members for long-term financial success Educate members about convenience service options such as online banking, mobile banking, shared branches, and ATM access Work in conjunction with Contact Center Lending to support loan growth Utilize networking skills when developing and expanding member relationships Remain up-to-date on all process changes/updates, and complete all required training Utilizing new technology, execute onboarding through remote channels, including phone, e-mail, video and chat. Quickly assess member data to identify personal needs and solutions. Serve as an expert resource for product and services offered by Summit Credit Union Demonstrate effective team skills through involvement in departmental projects, meetings or business goals Meet with members through Video Lending, Video Appointments, chat, voice and proactive outreach efforts that are coordinated with marketing promotions and campaigns. Improve overall Member Experience by training on remote application and loan processes Provide feedback and influence efficiencies by troubleshooting, recommending and implementing improvements for work flow Foster a positive work environment that allows employees to develop in their position Meet or exceed specified goals Assist in collaborating and advising members on finding the right solutions for their lending needs. Utilize Consultative Communication to provide education and uncover potential saving/lending needs Perform credit bureau reviews for members Knowledge of all lending products Calculates lending ratios accurately Ensures all lending paperwork is accurately collected and processed Identifies cross-selling products and services the member\'s needs. Makes appropriate referrals based on member needs Maximizes internal partner relationships to deepen member relationships Educates members on other products such as Payment Protection... For full info follow application link. Summit Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Veterans, Minorities and Individuals with Disabilities. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/A2C9B6D47F6F4FB9